Entering an Adjustment

Adjustments are entered for a customer account via the Add Adjustment window. When you enter a new adjustment on a customer account, the adjustment is posted immediately unless you choose to block the adjustment using the block adjustment check box in the Add Adjustment window.

Note

You cannot apply adjustments to a non-invoice responsible account.

To enter an adjustment on a customer account:

1. Open the customer account in the IDI Desktop Client window.

2. Click the Balances tab.

3. Right-click in the Posted Transactions list (upper pane) and select New.

4. Enter the applicable information in the Add Adjustment window.

5. Click Save.